Brian Bradley has led a successful sales and management career since majoring in the Management Science program at SUNY Cortland. Brian began his sales career in Cortland, NY, working in the direct sales business. After learning the ropes, he relocated his sales company to Long Island, NY, in 1986. The company became South Shore Marketing and was named one of Long Island's fastest-growing businesses by KPMG in 1990.
After selling South Shore Marketing, Brian was ready for a new challenge and greater opportunities for professional growth. He shifted gears in 2001 and entered the financial services industry with Northwestern Mutual. Drawing on his own small business experience, he focused on helping small business owners navigate the challenges of insurance and retirement planning. In 2005, he opened a Northwestern Mutual district office in Sayville, NY, which grew quickly from three to ten representatives in its first year.
In May 2009, Brian and his office partnered with MassMutual, recognizing an opportunity to grow his practice and expand his sales team. The independence MassMutual offered allowed him to move into the 401(k) marketplace, where he built key relationships with local accountants and payroll companies.
From January 2012 to 2020, Brian worked with Greco Planning Group, where he expanded his retirement practice and added new services, including 412(e)(3) plans and Advanced Defined Benefit programs. With the additional resources available through Greco Planning Group, he also began offering advanced Deferred Compensation solutions and Estate Planning.
Brian now brings this experience to the Center for Wealth Preservation. He is a member of the National Association of Plan Advisors (NAPA) and holds the Certified Plan Fiduciary Advisor (CPFA) designation.
When he's not at work, Brian is a devoted husband and father of two. He and his family enjoy boating, sports, and musical pursuits in their local community.
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